Connect Finmo to Mem

Both apps 37Finmo 21Mem 16

• Trigger
  Application Started

  Triggers when a new application appears in your Finmo team.

• Trigger
  Updated Deal Status

  Triggers when an application's status changes.

• Trigger
  Updated Document Request Status

  Triggers when a document request on an application is added or marked received.

• Action
  Add application

  Creates a new mortgage application (deal) in Finmo for a new or existing applicant, optionally inviting the borrower.

• Action
  Add application note

  Adds a note to an application.

• Action
  Add client

  Creates a new client in your Finmo team.

• Action
  Add client asset

  Adds an asset (property, vehicle, savings, etc.) to a client.

• Action
  Add client income

  Adds an income source to a client.

• Action
  Add client liability

  Adds a liability (loan, credit card, etc.) to a client.

• Action
  Add document request

  Requests an outstanding document on an application.

• Action
  Delete client

  Permanently deletes a client.

• Action
  Find applications by criteria

  Searches applications by borrower name or application ID, optionally narrowed to a brokerage, team or broker.

• Action
  Get application

  Returns a Finmo application with the sections you choose, such as borrowers, incomes, properties and custom data.

• Action
  Get client

  Returns the details of one client, including contact details, assets, liabilities and incomes.

• Action
  List application documents

  Returns every document (document request) on a Finmo application, with its status, file details, borrower and document template.

• Action
  List application notes

  Returns all notes users have added to an application.

• Action
  List applications

  Returns a page of all applications in your Finmo team.

• Action
  List application statuses

  Returns all application statuses configured for your Finmo team.

• Action
  List tasks

  Returns all tasks on an application.

• Action
  Update application

  Updates an application's goal settings, such as the goal, purchase price, down payment, property use and closing date.

• Action
  Update client

  Updates a client's personal details. Fields left blank are unchanged.

• Action
  Add collection

  Creates a new collection in Mem with a title and optional description.

• Action
  Add note to collection

  Adds an existing note to an existing collection. The note and collection content are not changed.

• Action
  Create Note (Advanced)

  Creates a note in Mem from markdown content, optionally with your own note ID, timestamps, and collections. The first line of the content becomes the note title.

• Action
  Delete collection

  Permanently deletes a Mem collection. Notes in it are not deleted.

• Action
  Delete note

  Permanently deletes a note from Mem. Deleted notes cannot be restored.

• Action
  Find collections by query

  Searches your Mem collections by free text and returns the most relevant matches.

• Action
  Find notes by query

  Searches your Mem notes by text, with optional filters for collections, dates, tasks and attachments, and returns the most relevant matches.

• Action
  Find related notes

  Returns up to 20 notes that are semantically related to the note you choose, ordered by similarity.

• Action
  Get collection

  Returns the details of a single Mem collection, including its title, description and note count.

• Action
  Get note

  Returns a single Mem note by its ID, including its title, markdown content, collections and timestamps.

• Action
  List collections

  Returns the collections in your Mem account, optionally filtered by creation or update time.

• Action
  List notes

  Returns the notes in your Mem account, optionally filtered by collection, creation or update dates, and note contents such as tasks, images or files.

• Action
  Mem It (Recommended)

  Sends any raw content (web page, email, transcript, text) to Mem, which processes it and saves it as notes in your knowledge base.

• Action
  Remove note from collection

  Removes a note from a collection. Both the note and the collection are kept.

• Action
  Update collection

  Renames a Mem collection or changes its description. Fields left blank stay unchanged.

• Action
  Update note

  Replaces the full markdown content of an existing Mem note. The first line of the content becomes the note's title.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.